RefWorks 2.0 Quick Start GuideLogging In• Accesswww.refworks.com/refworks.EnteryourpersonalLogin

NameandPassword.(First-timeusersneedtosignupforaNewAccountfollowingthescreenprompts.)

• NOTE:Remoteusers,accessingRefWorksfromoff-siteorfromanonregisteredIPaddress,musteitherenterthe“GroupCode”priortothepersonalLoginNameandPasswordorlog-inviatheorganization’sproxyserverorloginusingotherorganizationalcredentials(Athens,Shibboleth,etc.).

Need More Help?Online TutorialAtutorialprovidingexplanationsofvariousRefWorksfunctionsisavailablewithineveryRefWorksaccount.UsetheHelppull-downmenutoaccessthetutorials.

SupportOnlineUsetheHelppull-downmenutoaccessdetailedinstructions,frequentlyaskedquestions,andmuchmore.

E-MailSendquestionsorproblemsto support@refworks.com.

WebinarsRefWorks-COSnowoffersavarietyofcomplimentarytrainingwebinars.Acompletelistingofsessionscanbefoundatwww.refworks-cos.com/training.Newdatesandtimeareaddedmonthly.

PhoneContactRefWorksTechnicalServicesat+1.775.327.4105.

AresearchsupporttoolfromProQuest.

Technical Servicessupport@refworks.com

Importing Data Directly

1.Underthesaveorexportfunctionwithintheonlineservice, selectorclicktheSavetoRefWorksoption.(A1) 2. IfyouhaveyourRefWorksaccountalreadyopen,theimport shouldautomaticallybegin.Ifnot,thenyouwillbepromptedto logintoRefWorks;afteryoulogin,theimportwill automaticallybegin.3.ClicktheViewLast Imported Foldertoreviewtheimportedrecords.

Helpful Hint:EveryreferenceaddedtoRefWorks(whetherimportedorenteredmanually)isgivenaprintorelectronicdesignationcalledSource Type.ThisassistsinensuringyouhavealltherelevantdataREQUIREDinyourbibliography.AdefaultSource TypemayhavebeensetbyyourlocalAdministrator.UserscansettheirownsourcetypeintheCustomizearea.(A2)

Converting References from Other Bibliographic Management ProductsRefWorksiscompatiblewithanumberofotherbibliographicmanagementproducts.YoucaneasilyconvertanexistingbibliographicmanagementdatabasesuchasEndNoteintoRefWorks.Fordetailsrelatedtoimportingdatafromspecificindividualbibliographicmanagementproducts,pleaserefertotheonline Help sectionofRefWorks.

Importing Data from Saved Text Files

ReferencescanbeimportedintoRefWorksfromatextfile(.txt)createdbysavingreferencesfromawidevarietyofonlineservicesandotherbibliographicmanagementprograms.

1.Retrievetheresultsyouwanttoexportfromtheonlineservice orbibliographicmanager,andsavethemasatextfile.Ifthe databasevendorlistsseveraldifferentformatsforsavingthe references,seetheRefWorksHelpfileforfurtherdetailsonthe appropriateselection.2.AccessyourRefWorksaccountandclickReferences fromthe drop-downmenu;thenselectImport.3.Onthesubsequentmenu,accessthedrop-downmenunextto Import Filter/Data Source andclickthesourceofthedata.(B)4.ClickontheDatabasedrop-downmenuandselectthe sourcedatabase.5.ClickontheBrowsebuttontoselectthetextfiletoimport.6.Clickonthe Import into Folderdrop-downmenutodesignate thespecificfolderwhereyouwanttofiletheimportedreferences. Bydefault,referenceswillautomaticallybeplacedintheLast Importedfolder,evenifyoudesignateanexistingfolderforthem togoto.7.ClickonImport.Whentheimportiscomplete,clickthe View Last Imported Folderbuttontoreviewandmodifythe importedreferences.

Helpful Hint:Anup-to-datelistingofallonlineservicesanddatabasesthataresupportedbyRefWorkscanbefoundontheRefWorks-COSwebsiteatwww.refworks-cos.com.

Importing from RSS FeedsRefWorkshasintegratedanRSSFeedReadersoyoucaneasilyaddyourfavoriteRSSFeedsfrompublishersandwebsites,viewtheinformationandimportdataintoyourRefWorksdatabase.

1.LocatetheRSSFeedyouwishtoinclude.2.Rightmouse-clickonthe RSS Feed icon or linkandselect Copy Shortcut.3.FromwithinRefWorks,selectRSS Feed fromthe SearchMenu.4.PastetheshortcutintothetextbarandclicktheAdd RSS Feed button.5.ConfirmtheadditionoftheRSSFeedbyclickingOK.Yourfeed resultswillbedisplayedinanewwindow.Selectthereferences youwishtoimportintoyourRefWorksaccountandclickImport.

Creating Your RefWorks DatabaseRefWorks provides a number of options for adding data to your database.

Technical Servicessupport@refworks.com

Manually Entering References

1.Clickonthe New Reference button.2.Selectapotentialbibliographicoutputstyle(e.g.,APA, Chicago,MLA)underView fields usedbytoenablethe AccuCitefeature.(C)3.Designatethetypeofreferenceyouareentering(e.g.journal, bookordissertation)underRef Type.Thefieldnamesthatare associatedwiththespecificoutputstyleandreferencetype youchosewillappear,indicatingrecommendedinformation neededtoproduceanaccuratebibliography.These fields are not required to save the actual reference in RefWorks. Toview additionalfields,clickon Additional Fields atthebottom leftofthewindow.4.Enterinformationintheboxesprovidedandclickthe appropriate Save buttonwhenfinished.

Attaching Files to a Reference

Youcanattachfileswhenaddinganewreferencemanuallyoreditinganexistingreference.Attachmentscanbeanytypeofcomputerfile(PDF,TIF,JPG,GIFetc.)thatyouwanttoassociatewiththebibliographicinformationyoustoreinyourRefWorksdatabase.Forfurtherinstructionsonattachingfilestoyourreferences,pleaserefertothe Help file.

1.Selectareferenceinyourdatabase;clickonthe Edit button().2.Clickon Browse.Selectafiletoattach.SelectOpen.3.ClickonAdd attachment.(D)

Helpful Hint: ThenumberoffilesthatyoucanattachtoareferenceisdeterminedbyyourlocalRefWorksadministrator.Themaximumsizeofanyindividualattachmentis20MB.(Thedefaultsettingforattachmentsinanaccountis100MB.TheRefWorksadministratormayincreasethissettingupto5GBperaccount.)

Note: TheAttachmentFeatureisnotavailableforindividualsubscriptions.

Importing from Online Catalogsor Databases

YoucanuseRefWorksasasearchinterfaceforanumberofonlineresources.(E) RefWorksprovidesaccesstomanypubliclyavailableservicessuchasNLM’sPubMedaswellasmanyuniversities’OnlineCatalogs.Additionally,institutionalsubscribersmayalsoprovideaccesstosubscription-basedonlineservices(e.g.,OvidorProQuest)throughRefWorks.

1. FromtheSearchpull-downmenu,select Online Catalog or Database.2.Selectadatabasefromthe Searchdrop-downmenu.3.Selectthe Max. Number of References to Download fromthe drop-downmenu.4.Entertermsineitherthe Quick Search for: orrunanAdvanced Searchbyclickingonthetriangleinthe Advanced Search for: boxtoenterterms.5.Clickon Search tobeginyoursearch.6.Yourresultswillbedisplayed.Select thereferencesyouwishto importintoyourRefWorksaccountandclick Import.(F)

Creating Your RefWorks Database (continued)RefWorks provides a number of options for adding data to your database.

Technical Servicessupport@refworks.com

Creating Folders and Sub-Folders

1.ClickontheNew Folder button.2.Enteranameinthetextbox;clickCreate. (G) Thereisnolimitonthenumberoffoldersorsub-foldersyou cancreatewithinyourRefWorksaccount.3.Tocreateasub-folder,clickonNew Folder button.4.ClickontheCreate sub-folderlink.5.SelectaParentfolderforyoursub-folderandenteraname intheNew Folder Nametextbox.6.ClicktheCreatebuttontosaveyoursub-folder.

Helpful Hint: TheLast Importedfoldercontainsonlyreferencesfromyourmostrecentdataimport.Referencesfromimportspriortoyourlastimportnotassignedtospecificfoldersremainavailableinyourprimarydatabasebutunfiled;unfiledreferencesarecalledReferences Not in a FolderandmaybeseenbyclickingtheOrganize and Share Folderstab.

Putting References into Folders

1.Markdesiredreferencesfromthesearchresultspage,thenclick thebuttontitled Selected. Theselectedreferencesfeatureworks onapage-by-pagebasis;thismeansthatyoumustaddthe manuallyselectedreferencestothedesiredfolderbeforemoving tothenextpage.Alternatively,youcanmark All orallona Page.2.Clickonthe Add To: foldericon()andselecttheappropriate folderfromthedrop-downmenu. (H)3.Referenceswillautomaticallybeaddedtotheindicatedfolder.

Helpful Hint: Referencescanbeassignedtomorethanonefolder.

Sorting References1.Fromeitherthe View pull-downmenuorthe Organize & Share Folders tab,selectafolderorgroupofreferences.2.Usingthepull-downmenu Sort by,locatedinthetoolbarabove thereferences,choosetoviewreferencesbyvariousfieldswithin yourdatabase.

Globally Editing References

1. Fromthemainnavigationarea,clickontheGlobal Edit button().2.SelecttheappropriateoptionforReference to Use.3.The Add optionisdisplayedbydefault.4.Choosethespecificfieldtoeditfromthedrop-downlist.(I)5.Typeinthedatayouwanttoaddtothefieldinthetextfieldbox.6.Selecttheappropriateoptionforhandlingthefield-Append to Existing Data;Overwrite Existing Data(whatyoucurrentlyhave inthefieldwillbegone);Leave Existing Data Alone (ifthe fieldcontainsdatatheeditfeaturewillskipoverthatparticular reference).7.ClickonAdd Data.

Helpful Hint: RefWorksalsoofferstheabilitytoMove, Delete,orReplaceinformationinrecords.FormoreinformationontheseadditionalGlobalEditfunctions,pleaseseetheHelpfile.

Managing and Sharing Your ReferencesRefWorks provides you with a number of tools to organize, edit, find, and view references in your database.

Technical Servicessupport@refworks.com

Quick SearchUsetheQuickSearchfeatureasasearchofallfields.Toproducemaximumresults,allsearchtermsenteredareconnectedbytheBooleanconnectorOR.Inaddition,searchesretrieveembeddedterms-asearchfor“art”retrievesreferenceswith“heart,”“part,”etc.TheresultsofaQuickSearcharealwaysrankedbyrelevancy.

1.Entersearchtermsinthe Search your database box.2.Clickon GO.3.Resultsaredisplayedwiththesearchtermshighlighted.

Helpful Hint:Onlyfileattachmentssavedas.txtfilesorPDFfilessavedin.txtformataresearchable.Tosearchfileattachments,makesuretheoptiontosearchattachmentsisenabledbyclickingonthepaperclipicon()besidethesearchbox.

Advanced Search

AdvancedSearchmakesiteasytoperformfield-specificsearches(e.g.,Author,Title,Keyword),constructBooleanqueries(i.e.,AND,OR,NOT),andlimitthesearchtoaspecificfolder(s).TheresultsofanAdvancedSearcharedisplayedalphabeticallybyauthor,withthesearchtermshighlightedunlessacustomizedsortsettinghasbeenapplied.

1.ClickontheSearch drop-downmenuandselectAdvanced.2.Entersearchtermsandcorrespondingfieldsintothe Advanced Search menu.Clickon()toaddmorefields. (J)3.ConnectthetermsbyusingtheBooleanoperators.4.SelectAll References orspecificfolderstosearch.5.Clickon Search.

Helpful Hint:Younowhavetheoptiontosavesearchstrategies.Searchstrategiescanbenamedandsavedforeasyandcontinualretrieval.

Sharing Your References

Note: RefSharemustbeturnedonbyyourlocalRefWorksAdministratortobeavailable.RefShareisnotavailableforindividualsubscriptions.

Youcanshareafolderofreferencesoryourentiredatabase.

1.Clickonthe Organize & Share Folders tabfromthemain navigationarea. (K)2.SelectthefolderyouwishtosharebyclickingonitsShare icon. ().Toshareyourentiredatabase,selecttheShare icon. ClickShare.Note: Folders which have already been shared will appear with a different icon. ()3.TheSharing Optionsboxdisplaysallowingyoutodefineany userrestrictionsyouwishtosetfortheRefShareRecipient(s). Click Save.4.Toshare,clickontheShared FoldericonandselectEmailthis share().AgenericemailtemplateandauniqueURL createdforyourRefSharefolderwillopen.Inserttheemail addressoftheindividual(s)youwouldliketoshareyour referenceswith.SelectSend E-Mail. Note: RefWorksuserscandirectlyexportfromasharedfoldertotheirownaccount,ifpermissible.Astheownerofthefolderordatabase,youdeterminethecontroloptionsyourRefShareRecipient(s)willhaveinutilizingyoursharedreferences.

Managing and Sharing Your References (continued)RefWorks provides you with a number of tools to organize, edit, find, and view references in your database.

Technical Servicessupport@refworks.com

Format a Bibliography From a List of References

1.ClickontheCreate Bibliography button.2.Selectanoutputformat(i.e.,APA,MLA,Chicago,etc.).3.Clickon Format a Bibliography from a List of References.4.Selectwhatfiletypetocreate.5.Selecttoformatallofyourreferencesorthosereferences fromMy List orfromaspecificfolder.6.ClickonCreate Bibliography.7.Anewwindowwillopenwithyourbibliography.(L)8.Saveyourbibliographytoyourcomputerorflashdrive.

Editing or Creating Your Output Style

RefWorksprovidesthousandsofoutputstylestochoosefrom.Ifnoneofthesestylesconformtoyourdesiredresults,theOutputStyleEditorallowsyoutocreatecustomoutputstylesbyeithercreatingacompletelynewstyleormodifyinganexistingoutputstyletosuityourneeds.1. Fromthe Bibliographypull-downmenuinthetoolbar,select Output Style Editor.2.Selecttheappropriate Styletoeditfromthedrop-downmenu orclickontheNewbutton.(M)

AccesstheHelpmenuforadditionalassistanceincreatingoreditingnewbibliographicoutputstyles.

Write-N-CiteRefWorksWrite-N-Citeisanoptionalplug-inthatallowsyoutocreateaformattedpaperwithbothin-textcitationsandfootnotes.

Write-N-Citenowallowsyoutoworkonapaperandformatabibliographybothon-ANDoff-line.TouseWrite-N-Cite,downloadtheutilityfromtheToolspull-downmenubeforeusing.Toutilizetheoff-line-capabilities,youmustfirstdownloadyourdatabasewhileonline.Formoreinformation,pleaserefertotheHelpfile.

One Line/Cite View Paper

1.Clickonthe Citeicon()ontherightsideoftheappropriate reference.ACitationViewerwindowwillappearcontaining thecitationinanabbreviatedformat.2. Tociteasecondreferenceinthesamelocationjustclickon theCiteiconbyanyotherreference.IfyouareusingaMac, youwillneedtoclicktwice-thefirstclickwillactivatethe RefWorksprogramandthesecondwillperformtheCitefunction.3.Onceyouhaveallofthereferencesyouneedforaparticular in-textcitation,clickontheSelectbutton.(P)4.Simplydraganddropthecitationintoyourwordprocessor document.Alternatively,youcanalsogotoyourwordprocessor, clickonthedocumentwhereyouwantthecitationinsertedand Pastethecitation.5.BesuretocleartheCitationViewerwindowbeforecreatingyour nextcitation.6.ClickontheViewicon()toseetheentirereferenceandto accessthe Edit commandifyouwanttomakechanges.

Creating Your Paper and BibliographyRefWorks creates bibliographies from over 3,000 output styles in seconds.

Technical Servicessupport@refworks.com

Direct Exports Available From:

Creating Your Paper and BibliographyRefWorks creates bibliographies from over 3,000 output styles in seconds.

•ABC-CLIO•ACSPublications•bibliotek.dk•BIBSYS•BioMedCentral•BioOne•BlackwellSynergy•CABI•CAIRN•Chadwyck-Healey•Compludoc•CQPress•CSAIllumina•CSIC•DanBib-DanishBibliographic

Centre•DawsonBooks•DBPIA•DeepWebTechnologies•Dialnet•ebrary•EBSCOhost•EngineeringVillage2•FISBildung•GoogleScholar•GoPubMed•HighWire•HubMed•IEEE•Informit•JapanaCentraRevuo

Medicina(Web)•JSTOR•LexisNexisAcademic

•MetaLib•MicrosoftLiveSearch

Academic•Newsbank•NISC•OCLC•OCLCPICA-ZPORTAL•Ovid•ProjectMuse•ProQuest•QUOSA•RISS4U•RLG’sEureka•Sabine•ScienceDirect•Scitopia.org•Scopus•SerialsSolutions•SFX•SilverPlatter•Stat!Ref•TheR2DigitalLibrary

(RittenhouseBookDist.)•TDNet•TicToc•ThomsonGaleviaOpen

URLLink•Ulrich’sResourceLink•UniversityofCaliforniaPress•WanfangDataCorp.•WebFeat•WebofKnowledge•WilsonWebviaWilsonLink

P7576/1.2/pdf/LB-KN/12-11

One Line/Cite View Bibliography1.Savethedocumentyouhavejustcreatedbeforeformatting thepaperandthebibliography.2.ClickontheCreate Bibliographybuttonfromwithinthe RefWorksprogram.3.Selectthe Output StyleyouneedandusetheFormat Paper and Bibliographyoptiontobrowseforthedocument.4.ClicktheCreate Bibliographybuttontoformatyourpaper. Anewversionofyourpaperwillappear.5.Savethisversionwithadifferentnamefromyourdraftversion. Ifyouneedtomakechanges,youmustusethedraftversion andre-format,asyoucannotre-formatanalreadyformatted document.